Find financial planners in Washington

Developing and implementing a written Financial Plan has helped many clients better prepare for their future. Working together we determine the most efficient and cost-effective platform to manage our relationship. Whether commission-based, fee-base, or self-managed. Your accounts are safely held at Pershing LLC, a wholly owned subsidiary of BNY/Mellon

Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 60. I live in Washington, D.C. with my wife and two adorable little girls (but

You'll find loads of information in the form of newsletters, articles, calculators, videos, and research reports. Take a look around, and let others know too, if you like what you see. Lindsay came to work for William in the winter of 2019 as our Group Plan Specialist, primarily focused on employer benefits and DC Healthlink. She has a wide and varied

Having someone tell me that taking money out of a retirement account is an option, that people do this and it is ok. Support from the profession is critical to growing the reach and impact of pro bono financial planning. Invest in the mission or volunteer your time and talent today. FFP's Pro Bono for Cancer Campaign is developing and supporting efforts